Role: Certified Public Accountant (CPA) Location: New JerseySchedule: Full time - On SiteOur client is a highly respected, award-winning investment and wealth advisory firm based in Bergen County, NJ, recognized as a top firm by AUM and ranked nationally for financial advisory services. We've been engaged to help them find a CPA focused on individual tax preparation to join their growing team.The RoleThis is a client-facing CPA position centered on 1040 client interviews and preparation, with room to grow into small business tax, estate planning, and financial advisory work. The successful candidate will meet directly with clients, prepare tax returns, and work alongside the firm's wealth advisors on estate planning matters. There's a clear path to expand into financial planning, with support for additional credentials such as the CFP.What You'll DoMeet with and prepare individual (1040) tax returns for existing clientsPrepare small business tax returns (1065s, some 1120s)Work on estate plans and estate tax returns, including NJ-ITR, 1041, 706Provide tax planning for clients throughout the yearSupport financial planning and client budgetingParticipate in retirement and estate planning meetingsSupport financial advisors with tax planningContribute to new business developmentWhat Our Client Is Looking ForCPA designation (or well progressed through the exams, e.g., multiple sections passed on first attempt)Roughly 1-5 years of experience, ideally someone earlier in their career who's interested in growing into an advisory roleHighly organized, efficient, and able to self-manageIn-office role, with availability for some evenings and Saturdays during client meetings and tax season (Feb-Apr)Lacerte tax software experience a plusExcellent verbal and written communication skillsStrong work ethic and a growth-oriented mindsetWhy This RoleOur client offers a collaborative, inclusive culture, competitive salary, and genuine long-term growth potential, including a path toward financial advisory work and additional credentials. The firm is expanding its office space to support continued team growth.

Role: Audit Engineer Location: New York CitySchedule: Full time - On SiteOur client is building the trust infrastructure for the AI economy, starting with audit and accounting workflows. Their platform helps firms automate complex audit processes, deploy AI safely, and modernize how audit teams operate. We've been engaged to help them find an Audit Engineer to join their growing team.The RoleThis is a highly cross-functional role bridging customer success, implementation, product, and engineering. The successful candidate will work directly with accounting firms as they evaluate, implement, and scale the platform, developing a deep understanding of customer workflows and translating real-world audit challenges into product improvements.What You'll DoLead customer workflow discovery during implementationsServe as a trusted advisor throughout onboarding and adoptionRun weekly customer check-ins and manage ongoing communicationsSupport pilot engagements and new product rolloutsTranslate customer pain points into actionable product feedbackManage engineering tickets, ensuring customer requests are tracked through resolutionPartner with Product and Engineering to prioritize customer needsHelp customers redesign workflows to leverage AI-powered automationBuild trusted relationships with audit partners, managers, and staffWhat Our Client Is Looking For5-10 years of audit or assurance experienceCPA preferredExperience at a Big 4 or Top 25 accounting firmStrong understanding of audit methodology and client workflowsExcellent communication and relationship-building skillsHighly organized with strong project management abilityComfortable managing multiple customer engagements at onceCurious about technology and excited by AI's potential to transform auditHigh ownership mentality, comfortable in a fast-moving startup environmentBonusExperience with audit technology or workflow automation toolsExperience implementing enterprise softwareExposure to AI, data analytics, Alteryx, Power BI, SQL, or process automationExperience leading firm innovation or transformation initiativesPrior customer-facing, implementation, or consulting experienceIf this role sounds like a good fit for you then please do reach out to discuss further!

Senior Credit Risk Manager / DirectorLocation: New YorkLanguage: English required; additional language proficiency a plusWhy this role exists and what success looks likePortfolio resilience:Within one month of starting, define and model a path to a portfolio capable of absorbing a 100% increase in losses without gross margin falling below a defined threshold.Early momentum:Identify and launch at least one experiment within three months that improves approval strategy, credit limits, pricing, or loan duration. Within four months, at least one live experiment should demonstrate a 1 percentage-point increase in gross profit within the treatment group.Sustained gross profit generation:Within the first year, generate $1M in cumulative incremental gross profit attributable to implemented credit policy changes and experiments. Within two years, reach $5M in cumulative incremental gross profit.Experience & Scope NotesThere is no strict years-of-experience requirement. However, to operate effectively at this level and within the expected compensation range, successful candidates typically bring approximately 6–12 years of relevant experience.This is a senior individual contributor role. Impact is expected to be driven primarily through analysis, experimentation, code, and automation rather than people management. Leadership opportunities may emerge over time where outcomes are best achieved through team expansion. In a fast-growing environment, personal effectiveness—not resource availability—will be the primary limiter of impact.Relevant background:At least one year of experience in either non-prime consumer lending or consumer lending within emerging markets. Experience across both is a strong advantage.Analytical independence:Demonstrated ability to produce technically correct analysis without requiring validation from others. Advanced SQL proficiency is required.Autonomy and ownership:Once familiar with the product and customer base, you proactively identify opportunities for improvement and independently drive initiatives to completion.Comfort with challenge:Ability to receive and engage constructively with critical feedback from leaders and stakeholders, including having assumptions and conclusions questioned.Influence and persuasion:Capacity to gain alignment and drive adoption of decisions that may be unpopular but are critical to financial health and risk management.Risk mindset:Naturally vigilant about downside risk and profit erosion; inclined to dig beyond surface-level explanations and continuously question potential failure modes.Communication and executive presence:Clear, confident communicator capable of managing expectations and presenting credibly to senior stakeholders. Communication should be structured, concise, and easy to follow.

Broadgate are excited to be partnering with a New York based Regional Bank who are looking for a Senior Credit leader.   Essential Duties & Responsibilities Credit Governance & Approvals:Serve as a voting member of the Greenlight Working Group, Credit Risk Committee, and Troubled Asset Working Group.Exercise final credit approval authority within delegated limits; approve or decline transactions (new, extensions, modifications) that fall outside standard underwriting parameters.Approve and challenge C&I risk rating migrations between pass and classified/criticized.Provide effective challenge on material credit risk decisions prior to committee presentations, including policy compliance, risk ratings, exposure limits, and identified weaknesses.Credit Framework & Policy Oversight:Review, approve, and monitor credit policy exceptions, including trend analysis and remediation.Partner with the Chief Credit Risk Officer (CCRO) and risk committees to establish portfolio and counterparty limits aligned with the Bank's risk appetite.Anticipate and assess regulatory developments, macroeconomic conditions, and industry trends to proactively adjust credit risk practices.Remediate credit risk MRAs and internal audit findings.Portfolio Monitoring & Analytics:Oversee C&I portfolio performance — compare actual versus expected performance and recommend policy, structural, or underwriting adjustments where misalignments arise.Identify individual, aggregate, and emerging risks, including early warning indicators across transactions, industries, and portfolios.Analyze external and macroeconomic risk drivers and forecast their impact on portfolio performance; recommend responsive changes to lending policies and loan administration.Identify distressed assets early and develop risk-mitigation strategies to minimize potential losses.Oversee credit risk associated with complex or non-traditional exposures, including counterparty and structured transactions.  Skills, Education & Experience Education & Experience:Bachelor's degree; MBA or advanced degree preferred.20 years of progressive experience in financial services with deep expertise in credit risk management within a corporate and/or commercial lending environment,Significant leadership experience (typically 10–15 years)Deep subject matter expertise in at least one complex or specialized credit area (e.g., Private Credit, Lender Finance, Private Equity, Subscription Finance, CLOs, or similar structured credit products).Expert-level understanding of commercial and corporate credit underwriting, risk rating frameworks, credit policy governance, and exception management.Advanced knowledge of credit risk measurement methodologies, including loss forecasting, counterparty credit risk assessment, stress testing, and portfolio analytics.Strong command of financial analysis, quantitative risk indicators, and the use of data to support credit decisions and risk-based recommendations.Advanced knowledge of applicable federal and state banking laws and regulations, and regulatory expectations governing credit risk management.

Senior Engagement Lead – Risk & Fraud Analytics Washington, DC (Hybrid) | Full-Time   The Company This is a fast-growing, PE-backed global data analytics and AI business with over 18,000 employees operating across nine countries. Backed by a top-tier private equity firm, the company has been on an aggressive growth trajectory, completing multiple strategic acquisitions in the AI and data science space. They serve clients across financial services, retail, technology, pharma, and logistics, working with Fortune 500 companies and PE portfolio firms. Recognised as a Star Performer in Everest Group's North America PEAK Matrix for Data and AI Services Specialists and a Leader in AIM's PeMa Quadrant for Agentic AI Service Providers, this is a business operating at the cutting edge of AI operationalization.   The Role This is a senior, client-facing engagement lead position overseeing complex analytics and AI programmes for a flagship payments client. You will split your time roughly 60/40 between delivery and business development, eventually managing a team of 4-5 people. You will report directly to the SVP leading all US East engagements and serve as the primary strategic point of contact for senior stakeholders across Risk, Fraud, Payments, and Product.   What You Will Be Doing Client Engagement  Act as a trusted advisor to senior stakeholders across fraud, payments, risk, and product functionsDrive executive-level conversations and present analytical insights, transformation roadmaps, and strategic recommendationsIdentify opportunities to apply data, analytics, and AI to solve client business challengesContribute to account growth through consultative engagement and value creation  Delivery Leadership  Lead end-to-end delivery of large-scale analytics and AI programmes focused on fraud risk, payment risk, and transaction monitoringManage cross-functional teams of data scientists, analysts, and consultantsTranslate business requirements into analytical frameworks, models, and actionable outputsOversee project planning, resource allocation, risk management, and executive reportingDrive adoption of machine learning, AI, and automation solutions across client environments  Thought Leadership  Act as a subject matter expert in payments analytics, fraud analytics, and risk managementStay current on emerging fraud prevention technologies, AI developments, and regulatory trendsDevelop executive-level points of view, frameworks, and client presentationsMentor internal teams and represent the business in client workshops and industry forums    What We Are Looking For  10 years in analytics consulting, risk analytics, fraud analytics, or payments analyticsStrong domain knowledge in fraud detection and prevention, payment risk, card payments, and consumer banking analyticsBackground in a leading analytics or management consultancyDemonstrated experience managing senior client stakeholders and delivering measurable business impactProficiency in AI/ML applications within financial services or risk/fraud contextsA strong academic background in a quantitative discipline (Engineering, Statistics, Mathematics, Computer Science, Economics, or Finance); a Masters or MBA is preferred  If this sounds like the right move for you then please apply!